Beijer Alma Ab Class B · OMXSTO:BEIA_B
Beijer Alma Ab Class B — Q3 2025 Earnings Presentation
16 slides from Beijer Alma Ab Class B's earnings presentation, October 2025
Slide 1: Beijer Alma Q3 - 25
Beijer Alma Q3 - 25 Extension springs from Lacroix
Slide 2: Beijer Alma in brief
Beijer Alma in brief Beijer Alma AB is an international, listed industrial group. Its business concept is to acquire, own and develop companies with strong growth potential The company’s subsidiaries – Lesjöfors and Beijer Tech – specialize in component manufacturing and industrial trading Johnny Al
Slide 3: Beijer Alma Q3 - 25
Beijer Alma Q3 - 25
Slide 4: CEO comments
CEO comments Healthy revenue growth in a challenging environment • Demand has improved, but the market remains volatile and uncertain • Continued improved profitability • Lesjöfors • Mixed demand, organic growth in sales and order bookings • Chassis springs: good demand • Industry: Asia and Europe g
Slide 5: Continued growth in Q3 2025
Continued growth in Q3 2025 2500 12,1% 15% • Order bookings increased by 7% to MSEK 1,771 2000 10% (1,650), increased organically 2% 1500 1000 • Net revenue increased by 12% to MSEK 1,886 5% (1,683), organically 7% 500 0 0% • Adjusted operating profit EBITA increased to Q3 23 Q1 24 Q3 24 Q1 25 Q3 MS
Slide 6: Lesjöfors – Q3 2025
Lesjöfors – Q3 2025 • Order bookings increased by 3% to MSEK 1,177 (1,145), organically 2% 1350 20% • Net revenue increased by 7% to MSEK 1,236 (1,158), 1300 15% increased organically 7% 1250 1200 10% • Industry increased by 4% to MSEK 995 (961) 1150 5% • Chassis springs increased by 22% to 1100 MSE
Slide 7: Beijer Tech – Q3 2025
Beijer Tech – Q3 2025 • Order bookings increased by 18% to MSEK 594 (505), organically 2% 800 14% • Net revenue increased by 24% to MSEK 650 (524), 12% organically 8% 600 10% • Industrial products increased by 32% 8% 400 to MSEK 252 (191) 6% 4% • Fluid technology increased by 16% 200 to MSEK 216 (18
Slide 8: Financials
Financials
Slide 9: Key ratios
Key ratios Q32025 Full Year Q3 2025 Q3 2024 Change % LTM 2024 Net revenue, MSEK 1,886 1,683 12.1 7,692 7,203 Adjusted operating profit EBITA, MSEK 299 230 30.0 1,127 1,002 Adjusted operating margin, EBITA % 15.8 13.7 - 14.7 13.9 Adjusted operating profit, EBIT, MSEK 278 212 31.4 1,043 923 Adjusted o
Slide 10: Acquisitions
Acquisitions
Slide 11: Acquisitions
Acquisitions October 2025 Beijer Tech acquired the majority of the shares in Clara Nordic Oy, owner of Ewona Finland Oy, a Finnish manufacturer of acoustic products known for its brands Ewona and Insuplast . Closing of transaction was October 16, 2025, as recently announced. 11
Slide 12: Increased growth from acquisitions
Increased growth from acquisitions 32 acquisitions since 2019 • 21 acquisitions in Beijer Tech • 11 in Lesjöfors MSEK 1.3 5 3 5 5 4 5 800 720 620 600 520 440 12 400 320 350 230 200 105 0 Average 2019 2020 2021 2022 2023 2024 YTD 00-18 2025 Acquired revenue # companies acquired
Slide 13: Concluding remarks
Concluding remarks 13
Slide 14: Conclusions Q3 2025
Conclusions Q3 2025 • Lesjöfors continues to develop well, mixed demand • Beijer Tech, stable demand • Oscar Fredell, new CEO and President starts November 3 14
Slide 15: Q&A
Q&A
Slide 16: Thank you
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